Forefront Wealth Partners’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Forefront Wealth Partners’s Portfolio LVHI Stock Details LVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.95M	Buy	220,479 +45,814	+26%	+$1.87M	2.77%	5
2026 Q1	$7.08M	Buy	174,665 +9,683	+6%	+$381K	2.96%	5
2025 Q4	$6.07M	Buy	164,982 +26,856	+19%	+$967K	2.88%	5
2025 Q3	$4.8M	Buy	138,126 +52,489	+61%	+$1.79M	1.21%	21
2025 Q2	$2.67M	Buy	85,637 +30,506	+55%	+$979K	1.83%	16
2025 Q1	$1.78M	Sell	55,131 -4,139	-7%	-$131K	1.22%	21
2024 Q4	$1.81M	Buy	+59,270	New	+$1.84M	1.35%	21

Other funds holding LVHI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Forefront Wealth Partners's LVHI Position: Q2 2026 in Review

Forefront Wealth Partners increased its Franklin International Low Volatility High Dividend Index ETF (LVHI) stake by 26% in Q2 2026, buying an estimated $1.87M and bringing the position to 220,479 shares worth $8.95M. The position accounts for 2.77% of the portfolio, ranked #5.

Forefront Wealth Partners first reported a position in LVHI in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold LVHI as of Q2 2026.

Forefront Wealth Partners held 220,479 shares of Franklin International Low Volatility High Dividend Index ETF worth $8.95M as of Q2 2026.
Forefront Wealth Partners bought 45,814 Franklin International Low Volatility High Dividend Index ETF shares in Q2 2026, an estimated $1.87M.
Franklin International Low Volatility High Dividend Index ETF made up 2.77% of Forefront Wealth Partners's portfolio in Q2 2026, its #5 holding.
Forefront Wealth Partners first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2024 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.